Private Foundation

MILDRED HERBERT AND JULIAN SIMON FDN

MILDRED HERBERT AND JULIAN SIMON FDN, of CLAYTON, MO, is a Private Foundation tracked in Imperigo's IRS 990 database. The 2025 filing shows $1.1M in revenue, $1.1M in expenses, $11.5M in total assets. IRS filings disclose 43 grants awarded by this foundation, totaling roughly $3.9M.

EIN: 436498119 CLAYTON, MO Latest filing: 2025

Total Revenue$1.1M

Total Expenses$1.1M

Total Assets$11.5M

Grants Given43

Grant Total$3.9M

Filing Years2021–2025

Sample Grants Given

SEE STMT B

Clayton, MO · 2024

GENERAL OPERATING SUPPORT

$973,721

SEE STMT B

CLAYTON, MO · 2023

GENERAL OPERATING SUPPORT

$655,806

SEE STMT B

Clayton, MO · 2022

GENERAL OPERATING SUPPORT

$652,500

REPRODUCTIVE HEALTH SERVICES

ST LOUIS, MO · 2021

GENERAL OPERATING SUPPORT

$400,000

MERSMISSOURI GOODWILL INDUSTRIES

ST LOUIS, MO · 2021

GENERAL OPERATING SUPPORT

$140,000

Showing up to 5 of 43 total records — full history available with membership.

Officers & Directors

Steering Committee C Dawayne Barnett

Steering Committee Joan M Newman

Steering Committee Louis Loebner

Steering Committee Susan S Stepleton

Officer compensation and complete director data available with membership.

Top Grant Purposes

GENERAL OPERATING SUPPORT

$3,370,527 27 grants

SCHOLARSHIPS

$290,000 2 grants

GENERAL OPERATING

$170,500 9 grants

KORNBLUM JEWISH FOOD PANTRY FOR GENERAL PURPOSES

$35,000 1 grant

WARM NEIGHBORS COOL FRIENDS

$32,000 2 grants

Financial Trends

Year	Revenue	Expenses	Assets
2025	$1.1M	$1.1M	$11.5M
2024	$188K	$753K	$11.5M
2023	$273K	$761K	$12.1M
2022	$1.2M	$932K	$12.5M
2021	$762K	$770K	$12.3M

Between 2021 and 2025, reported annual revenue grew from $762K to $1.1M (+41%), with total assets most recently reported at $11.5M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in IL, MO, NY.

ILMONY

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for MILDRED HERBERT AND JULIAN SIMON FDN

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